Jacob Daly (CRD# 6014986) is an Investment Advisor Representative working at Newfront Retirement Services, Inc. in San Francisco, CA and has over 12 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newfront Retirement Services, Inc. | San Francisco, CA | Jul 2020 - Current | 3 |
| Abd Insurance & Financial Services, Inc. | San Mateo, CA | Jul 2020 - Current | 3 |
| Abd Retirement Services, Inc. | San Francisco, CA | Jul 2020 - Aug 2021 | 1 |
| Great-west Financial | San Diego, CA | Jan 2019 - Jul 2020 | 1 |
| Marsh & Mclennan Agency | San Diego, CA | Jun 2015 - Dec 2018 | 3 |
| Sagepoint Financial, Inc. | San Diego, CA | Jun 2015 - Dec 2018 | 3 |
| Foresters Financial | San Diego, CA | Jul 2014 - Jun 2015 | < 1 |
| First Investors Corporation | San Diego, CA | Oct 2014 - Oct 2014 | < 1 |
| First Investors Advisory Services LLC | San Diego, CA | Oct 2014 - Oct 2014 | < 1 |
| First Investors Corporation | San Diego, CA | Jul 2014 - Oct 2014 | < 1 |
| Uber | San Diego, CA | Jul 2014 - Oct 2014 | < 1 |
| Jp Morgan Chase & Company | San Francisco, CA | Jun 2011 - Jul 2014 | 3 |
| J.p. Morgan Securities LLC | San Francisco, CA | Jan 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2014 |
- CA
-
Total Assets Under Management367MILLIONS
-
Total Number of Accounts42ACCOUNTS
-
Average Account Value$8,732,259
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Pension consulting services
AZ, CA, FL, MA, NH, NY, TN, TX, UT, VA, WA
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